BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,559 shares; 2024Q4: 121,237 shares; 2025Q1: 117,019 shares; 2025Q2: 112,105 shares; 2025Q3: 120,135 shares; 2025Q4: 119,781 shares; 2026Q1: 126,275 shares 126,275 $12.6M 7.19% +6,494 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,796 shares; 2024Q4: 19,436 shares; 2025Q1: 19,507 shares; 2025Q2: 17,949 shares; 2025Q3: 19,263 shares; 2025Q4: 19,111 shares; 2026Q1: 19,239 shares 19,239 $8.28M 4.74% +128 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,302 shares; 2024Q4: 146,203 shares; 2025Q1: 146,843 shares; 2025Q2: 139,692 shares; 2025Q3: 152,795 shares; 2025Q4: 155,511 shares; 2026Q1: 163,441 shares 163,441 $8.11M 4.64% +7,930 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,593 shares; 2024Q4: 42,741 shares; 2025Q1: 42,731 shares; 2025Q2: 39,602 shares; 2025Q3: 40,175 shares; 2025Q4: 39,095 shares; 2026Q1: 39,452 shares 39,452 $8.01M 4.58% +357 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,498 shares; 2024Q4: 27,052 shares; 2025Q1: 26,990 shares; 2025Q2: 25,686 shares; 2025Q3: 26,167 shares; 2025Q4: 26,291 shares; 2026Q1: 28,151 shares 28,151 $7.14M 4.09% +1,860 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,159 shares; 2024Q4: 51,505 shares; 2025Q1: 51,755 shares; 2025Q2: 48,649 shares; 2025Q3: 52,900 shares; 2025Q4: 51,527 shares; 2026Q1: 54,727 shares 54,727 $6.8M 3.89% +3,200 Timeline TAXX BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,576 shares; 2024Q4: 120,181 shares; 2025Q1: 139,094 shares; 2025Q2: 106,692 shares; 2025Q3: 115,332 shares; 2025Q4: 120,238 shares; 2026Q1: 133,399 shares 133,399 $6.74M 3.86% +13,161 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,304 shares; 2024Q4: 13,687 shares; 2025Q1: 13,959 shares; 2025Q2: 13,739 shares; 2025Q3: 13,511 shares; 2025Q4: 13,520 shares; 2026Q1: 14,636 shares 14,636 $5.42M 3.1% +1,116 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,587 shares; 2024Q4: 31,242 shares; 2025Q1: 31,355 shares; 2025Q2: 27,829 shares; 2025Q3: 31,835 shares; 2025Q4: 32,747 shares; 2026Q1: 36,669 shares 36,669 $5.38M 3.08% +3,922 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,191 shares; 2024Q4: 65,004 shares; 2025Q1: 65,310 shares; 2025Q2: 59,854 shares; 2025Q3: 66,640 shares; 2025Q4: 67,812 shares; 2026Q1: 72,634 shares 72,634 $5.21M 2.98% +4,822 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,817 shares; 2024Q4: 23,897 shares; 2025Q1: 23,941 shares; 2025Q2: 21,425 shares; 2025Q3: 23,432 shares; 2025Q4: 23,956 shares; 2026Q1: 26,039 shares 26,039 $4.99M 2.86% +2,083 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,162 shares; 2024Q4: 194,658 shares; 2025Q1: 192,248 shares; 2025Q2: 153,716 shares; 2025Q3: 168,943 shares; 2025Q4: 172,540 shares; 2026Q1: 200,082 shares 200,082 $4.85M 2.78% +27,542 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,369 shares; 2024Q4: 70,513 shares; 2025Q1: 70,748 shares; 2025Q2: 65,880 shares; 2025Q3: 71,948 shares; 2025Q4: 72,900 shares; 2026Q1: 78,421 shares 78,421 $4.81M 2.75% +5,521 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,659 shares; 2024Q4: 70,191 shares; 2025Q1: 70,482 shares; 2025Q2: 65,408 shares; 2025Q3: 72,425 shares; 2025Q4: 74,635 shares; 2026Q1: 81,793 shares 81,793 $4.06M 2.32% +7,158 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,399 shares; 2024Q4: 39,540 shares; 2025Q1: 39,510 shares; 2025Q2: 37,103 shares; 2025Q3: 40,686 shares; 2025Q4: 42,047 shares; 2026Q1: 45,683 shares 45,683 $3.75M 2.14% +3,636 Timeline POWA INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,680 shares; 2024Q4: 37,313 shares; 2025Q1: 37,325 shares; 2025Q2: 35,011 shares; 2025Q3: 37,093 shares; 2025Q4: 38,140 shares; 2026Q1: 42,644 shares 42,644 $3.67M 2.1% +4,504 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,606 shares; 2024Q4: 33,273 shares; 2025Q1: 33,280 shares; 2025Q2: 31,151 shares; 2025Q3: 33,498 shares; 2025Q4: 34,527 shares; 2026Q1: 38,791 shares 38,791 $3.6M 2.06% +4,264 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,693 shares; 2024Q4: 31,244 shares; 2025Q1: 31,303 shares; 2025Q2: 28,894 shares; 2025Q3: 32,611 shares; 2025Q4: 34,105 shares; 2026Q1: 38,361 shares 38,361 $3.56M 2.04% +4,256 Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,092 shares; 2024Q4: 45,035 shares; 2025Q1: 45,170 shares; 2025Q2: 42,279 shares; 2025Q3: 44,564 shares; 2025Q4: 45,354 shares; 2026Q1: 48,912 shares 48,912 $3.32M 1.9% +3,558 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,367 shares; 2024Q4: 33,842 shares; 2025Q1: 34,023 shares; 2025Q2: 31,291 shares; 2025Q3: 35,519 shares; 2025Q4: 36,415 shares; 2026Q1: 39,144 shares 39,144 $3.1M 1.77% +2,729 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,901 shares; 2024Q4: 10,747 shares; 2025Q1: 10,841 shares; 2025Q2: 10,193 shares; 2025Q3: 10,720 shares; 2025Q4: 10,367 shares; 2026Q1: 10,770 shares 10,770 $3.1M 1.77% +403 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,720 shares; 2024Q4: 30,996 shares; 2025Q1: 30,778 shares; 2025Q2: 24,694 shares; 2025Q3: 27,194 shares; 2025Q4: 27,724 shares; 2026Q1: 30,741 shares 30,741 $3.05M 1.75% +3,017 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,719 shares; 2024Q4: 9,194 shares; 2025Q1: 14,287 shares; 2025Q2: 13,658 shares; 2025Q3: 14,549 shares; 2025Q4: 14,764 shares; 2026Q1: 15,364 shares 15,364 $2.95M 1.69% +600 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,308 shares; 2024Q4: 7,359 shares; 2025Q1: 7,402 shares; 2025Q2: 6,994 shares; 2025Q3: 7,443 shares; 2025Q4: 7,316 shares; 2026Q1: 7,441 shares 7,441 $2.85M 1.63% +125 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,140 shares; 2024Q4: 7,700 shares; 2025Q1: 7,833 shares; 2025Q2: 7,391 shares; 2025Q3: 8,953 shares; 2025Q4: 9,274 shares; 2026Q1: 11,198 shares 11,198 $2.78M 1.59% +1,924 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,079 shares; 2024Q4: 11,823 shares; 2025Q1: 11,865 shares; 2025Q2: 11,227 shares; 2025Q3: 11,911 shares; 2025Q4: 12,099 shares; 2026Q1: 12,643 shares 12,643 $2.73M 1.56% +544 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,920 shares; 2024Q4: 41,915 shares; 2025Q1: 42,226 shares; 2025Q2: 38,848 shares; 2025Q3: 43,150 shares; 2025Q4: 45,391 shares; 2026Q1: 55,957 shares 55,957 $2.62M 1.5% +10,566 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,832 shares; 2024Q4: 53,186 shares; 2025Q1: 53,055 shares; 2025Q2: 49,921 shares; 2025Q3: 52,438 shares; 2025Q4: 53,193 shares; 2026Q1: 55,225 shares 55,225 $2.58M 1.48% +2,032 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,703 shares; 2024Q4: 11,332 shares; 2025Q1: 11,325 shares; 2025Q2: 10,628 shares; 2025Q3: 11,123 shares; 2025Q4: 11,288 shares; 2026Q1: 11,946 shares 11,946 $2.49M 1.42% +658 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,910 shares; 2024Q4: 47,466 shares; 2025Q1: 47,799 shares; 2025Q2: 45,130 shares; 2025Q3: 47,029 shares; 2025Q4: 47,154 shares; 2026Q1: 48,042 shares 48,042 $2.43M 1.39% +888 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,754 shares; 2024Q4: 70,520 shares; 2025Q1: 70,859 shares; 2025Q2: 66,224 shares; 2025Q3: 71,887 shares; 2025Q4: 74,969 shares; 2026Q1: 81,614 shares 81,614 $2.05M 1.17% +6,645 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,764 shares; 2024Q4: 656 shares; 2025Q1: not reported; 2025Q2: 1,591 shares; 2025Q3: 6,795 shares; 2025Q4: 9,465 shares; 2026Q1: 18,435 shares 18,435 $1.6M 0.92% +8,970 Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,830 shares; 2024Q4: 773 shares; 2025Q1: not reported; 2025Q2: 1,636 shares; 2025Q3: 8,698 shares; 2025Q4: 12,155 shares; 2026Q1: 24,200 shares 24,200 $1.55M 0.89% +12,045 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,432 shares; 2024Q4: 7,672 shares; 2025Q1: 7,700 shares; 2025Q2: 6,999 shares; 2025Q3: 8,323 shares; 2025Q4: 8,875 shares; 2026Q1: 10,789 shares 10,789 $1.38M 0.79% +1,914 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,200 shares; 2024Q4: 4,200 shares; 2025Q1: 4,200 shares; 2025Q2: 4,200 shares; 2025Q3: 4,280 shares; 2025Q4: 4,263 shares; 2026Q1: 4,164 shares 4,164 $1.01M 0.58% -99 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,065 shares; 2025Q4: 2,065 shares; 2026Q1: 9,343 shares 9,343 $992K 0.57% +7,278 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,928 shares; 2024Q4: 3,611 shares; 2025Q1: 4,084 shares; 2025Q2: 3,830 shares; 2025Q3: 3,830 shares; 2025Q4: 3,830 shares; 2026Q1: 5,637 shares 5,637 $956K 0.55% +1,807 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,473 shares; 2025Q2: 13,473 shares; 2025Q3: 13,473 shares; 2025Q4: 13,473 shares; 2026Q1: 13,473 shares 13,473 $946K 0.54% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,078 shares; 2024Q4: 48,914 shares; 2025Q1: 48,914 shares; 2025Q2: 48,914 shares; 2025Q3: 48,914 shares; 2025Q4: 62,043 shares; 2026Q1: 42,841 shares 42,841 $827K 0.47% -19,202 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,589 shares 7,589 $808K 0.46% new Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,852 shares 7,852 $794K 0.45% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: not reported; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 2,260 shares 2,260 $699K 0.4% +2,253 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,030 shares; 2024Q4: 13,030 shares; 2025Q1: 13,030 shares; 2025Q2: 13,030 shares; 2025Q3: 13,030 shares; 2025Q4: 13,030 shares; 2026Q1: 13,030 shares 13,030 $660K 0.38% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 80 shares; 2025Q1: not reported; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: not reported; 2026Q1: 1,014 shares 1,014 $606K 0.35% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,450 shares; 2024Q4: 2,530 shares; 2025Q1: 2,610 shares; 2025Q2: 2,610 shares; 2025Q3: 2,398 shares; 2025Q4: 2,313 shares; 2026Q1: 2,313 shares 2,313 $565K 0.32% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,793 shares 12,793 $497K 0.28% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,068 shares 2,068 $496K 0.28% new Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,811 shares; 2024Q4: 1,736 shares; 2025Q1: 1,757 shares; 2025Q2: 1,771 shares; 2025Q3: 1,771 shares; 2025Q4: 1,721 shares; 2026Q1: 1,729 shares 1,729 $496K 0.28% +8 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 424 shares; 2024Q4: 430 shares; 2025Q1: 427 shares; 2025Q2: 442 shares; 2025Q3: 478 shares; 2025Q4: 432 shares; 2026Q1: 723 shares 723 $472K 0.27% +291 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,802 shares; 2024Q4: 2,802 shares; 2025Q1: 3,111 shares; 2025Q2: 3,111 shares; 2025Q3: 3,111 shares; 2025Q4: 3,111 shares; 2026Q1: 2,966 shares 2,966 $461K 0.26% -145 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,510 shares 8,510 $412K 0.24% new Timeline SLWS SPEND LIFE WISELY FUNDS INVT More: the full row for SPEND LIFE WISELY FUNDS INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,990 shares 3,990 $402K 0.23% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,575 shares; 2024Q4: 10,505 shares; 2025Q1: 10,635 shares; 2025Q2: 10,535 shares; 2025Q3: 11,285 shares; 2025Q4: 11,035 shares; 2026Q1: 9,035 shares 9,035 $399K 0.23% -2,000 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 386 shares; 2025Q3: 386 shares; 2025Q4: 386 shares; 2026Q1: 7,704 shares 7,704 $384K 0.22% +7,318 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,540 shares; 2026Q1: 2,560 shares 2,560 $377K 0.22% +20 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,018 shares 10,018 $368K 0.21% new Timeline KBA KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,307 shares; 2024Q4: 20,363 shares; 2025Q1: 20,288 shares; 2025Q2: 17,110 shares; 2025Q3: 15,624 shares; 2025Q4: 14,845 shares; 2026Q1: 12,018 shares 12,018 $364K 0.21% -2,827 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 990 shares 990 $354K 0.2% +986 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 214 shares; 2025Q4: not reported; 2026Q1: 13,422 shares 13,422 $344K 0.2% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares 4,500 $342K 0.2% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,357 shares; 2024Q4: 2,357 shares; 2025Q1: 2,565 shares; 2025Q2: 2,566 shares; 2025Q3: 1,606 shares; 2025Q4: 1,567 shares; 2026Q1: 1,567 shares 1,567 $324K 0.19% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: 149 shares; 2025Q1: not reported; 2025Q2: 149 shares; 2025Q3: 149 shares; 2025Q4: 149 shares; 2026Q1: 1,279 shares 1,279 $312K 0.18% +1,130 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares 5,000 $299K 0.17% new Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 601 shares; 2024Q4: 671 shares; 2025Q1: 681 shares; 2025Q2: 681 shares; 2025Q3: 681 shares; 2025Q4: 621 shares; 2026Q1: 621 shares 621 $298K 0.17% 0 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,359 shares 8,359 $297K 0.17% new Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,938 shares 2,938 $295K 0.17% new Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,571 shares 4,571 $293K 0.17% new Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 64 shares; 2025Q1: not reported; 2025Q2: 64 shares; 2025Q3: 324 shares; 2025Q4: 16 shares; 2026Q1: 966 shares 966 $284K 0.16% +950 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 316 shares; 2025Q1: 995 shares; 2025Q2: 995 shares; 2025Q3: 979 shares; 2025Q4: 979 shares; 2026Q1: 908 shares 908 $282K 0.16% -71 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 648 shares 648 $281K 0.16% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,361 shares; 2024Q4: 3,261 shares; 2025Q1: not reported; 2025Q2: 3,172 shares; 2025Q3: 2,855 shares; 2025Q4: 2,911 shares; 2026Q1: 2,930 shares 2,930 $269K 0.15% +19 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,333 shares 5,333 $256K 0.15% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $247K 0.14% 0 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,481 shares 4,481 $237K 0.14% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 720 shares 720 $235K 0.13% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,355 shares; 2024Q4: 2,355 shares; 2025Q1: not reported; 2025Q2: 2,355 shares; 2025Q3: 2,355 shares; 2025Q4: 2,355 shares; 2026Q1: 2,355 shares 2,355 $229K 0.13% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,992 shares; 2025Q3: 1,992 shares; 2025Q4: 1,992 shares; 2026Q1: 1,992 shares 1,992 $225K 0.13% 0 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,097 shares; 2024Q4: 2,076 shares; 2025Q1: not reported; 2025Q2: 2,076 shares; 2025Q3: 2,076 shares; 2025Q4: 2,077 shares; 2026Q1: 2,077 shares 2,077 $223K 0.13% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,691 shares 8,691 $215K 0.12% new Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,601 shares 6,601 $213K 0.12% new Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,254 shares; 2024Q4: 1,254 shares; 2025Q1: not reported; 2025Q2: 1,254 shares; 2025Q3: 1,254 shares; 2025Q4: 1,254 shares; 2026Q1: 1,254 shares 1,254 $199K 0.11% 0 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,374 shares; 2025Q3: 2,374 shares; 2025Q4: 2,374 shares; 2026Q1: 2,374 shares 2,374 $199K 0.11% 0 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,303 shares 2,303 $186K 0.11% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 257 shares; 2024Q4: 257 shares; 2025Q1: not reported; 2025Q2: 257 shares; 2025Q3: 257 shares; 2025Q4: 287 shares; 2026Q1: 257 shares 257 $182K 0.1% -30 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,648 shares; 2024Q4: 1,648 shares; 2025Q1: not reported; 2025Q2: 1,648 shares; 2025Q3: 1,648 shares; 2025Q4: 1,648 shares; 2026Q1: 1,648 shares 1,648 $181K 0.1% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 311 shares; 2024Q4: 371 shares; 2025Q1: not reported; 2025Q2: 60 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,289 shares 2,289 $178K 0.1% new Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 948 shares; 2024Q4: 948 shares; 2025Q1: not reported; 2025Q2: 948 shares; 2025Q3: 948 shares; 2025Q4: 949 shares; 2026Q1: 977 shares 977 $176K 0.1% +28 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,255 shares; 2025Q4: 1,170 shares; 2026Q1: 1,170 shares 1,170 $169K 0.1% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 570 shares 570 $168K 0.1% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 690 shares 690 $167K 0.1% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,228 shares; 2024Q4: 7,028 shares; 2025Q1: 7,443 shares; 2025Q2: 7,443 shares; 2025Q3: 7,063 shares; 2025Q4: 1,263 shares; 2026Q1: 1,250 shares 1,250 $165K 0.09% -13 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,991 shares 2,991 $162K 0.09% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,017 shares; 2024Q4: 992 shares; 2025Q1: not reported; 2025Q2: 992 shares; 2025Q3: 992 shares; 2025Q4: 992 shares; 2026Q1: 992 shares 992 $160K 0.09% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,294 shares; 2024Q4: 1,349 shares; 2025Q1: not reported; 2025Q2: 1,386 shares; 2025Q3: 1,521 shares; 2025Q4: 1,404 shares; 2026Q1: 1,850 shares 1,850 $160K 0.09% +446 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: not reported; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 511 shares 511 $148K 0.08% +500 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 549 shares 549 $144K 0.08% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $135K 0.08% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 942 shares 942 $134K 0.08% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 854 shares; 2025Q3: 854 shares; 2025Q4: 854 shares; 2026Q1: 854 shares 854 $128K 0.07% 0 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,029 shares 2,029 $126K 0.07% new Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210 shares; 2024Q4: 493 shares; 2025Q1: not reported; 2025Q2: 625 shares; 2025Q3: 542 shares; 2025Q4: 433 shares; 2026Q1: 723 shares 723 $126K 0.07% +290 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,229 shares; 2025Q1: not reported; 2025Q2: 1,338 shares; 2025Q3: 1,304 shares; 2025Q4: 1,304 shares; 2026Q1: 1,295 shares 1,295 $125K 0.07% -9 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 620 shares 620 $122K 0.07% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 718 shares; 2024Q4: 565 shares; 2025Q1: not reported; 2025Q2: 565 shares; 2025Q3: 515 shares; 2025Q4: 515 shares; 2026Q1: 515 shares 515 $118K 0.07% 0 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,636 shares 1,636 $116K 0.07% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: not reported; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 208 shares 208 $95.9K 0.05% -2 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $95.3K 0.05% 0 Timeline UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,806 shares; 2024Q4: 3,702 shares; 2025Q1: not reported; 2025Q2: 3,702 shares; 2025Q3: 3,702 shares; 2025Q4: 3,376 shares; 2026Q1: 3,376 shares 3,376 $93.8K 0.05% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: 531 shares; 2025Q3: 531 shares; 2025Q4: 531 shares; 2026Q1: 517 shares 517 $85.1K 0.05% -14 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 681 shares; 2024Q4: 661 shares; 2025Q1: not reported; 2025Q2: 661 shares; 2025Q3: 661 shares; 2025Q4: 1,322 shares; 2026Q1: 1,322 shares 1,322 $81K 0.05% 0 Timeline FXY INVESCO CURRENCYSHARES More: the full row for INVESCO CURRENCYSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,219 shares; 2024Q4: 1,184 shares; 2025Q1: not reported; 2025Q2: 1,169 shares; 2025Q3: 1,251 shares; 2025Q4: 1,307 shares; 2026Q1: 1,377 shares 1,377 $79.7K 0.05% +70 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60 shares; 2025Q1: not reported; 2025Q2: 1,136 shares; 2025Q3: 1,076 shares; 2025Q4: 1,076 shares; 2026Q1: 734 shares 734 $68.2K 0.04% -342 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 305 shares; 2026Q1: 305 shares 305 $65.2K 0.04% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 136 shares; 2026Q1: 136 shares 136 $64.4K 0.04% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,204 shares 2,204 $64.1K 0.04% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 363 shares; 2025Q3: 363 shares; 2025Q4: 363 shares; 2026Q1: 351 shares 351 $58K 0.03% -12 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $57.7K 0.03% 0 Timeline UDN INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,626 shares; 2024Q4: 2,326 shares; 2025Q1: not reported; 2025Q2: 2,207 shares; 2025Q3: 2,911 shares; 2025Q4: 3,085 shares; 2026Q1: 3,140 shares 3,140 $56.5K 0.03% +55 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,167 shares; 2024Q4: 1,167 shares; 2025Q1: not reported; 2025Q2: 1,167 shares; 2025Q3: 1,167 shares; 2025Q4: 1,167 shares; 2026Q1: 1,167 shares 1,167 $56.1K 0.03% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 196 shares; 2025Q3: 196 shares; 2025Q4: 196 shares; 2026Q1: 1,143 shares 1,143 $52.8K 0.03% +947 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 76 shares; 2025Q1: not reported; 2025Q2: 181 shares; 2025Q3: 229 shares; 2025Q4: 114 shares; 2026Q1: 80 shares 80 $52K 0.03% -34 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 546 shares 546 $50.6K 0.03% new Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 654 shares 654 $50.1K 0.03% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 179 shares; 2025Q3: 201 shares; 2025Q4: 179 shares; 2026Q1: 179 shares 179 $50K 0.03% 0 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,186 shares 1,186 $47.1K 0.03% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 158 shares; 2025Q3: 158 shares; 2025Q4: 158 shares; 2026Q1: 237 shares 237 $46.7K 0.03% +79 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: 2,900 shares; 2026Q1: 2,900 shares 2,900 $45.7K 0.03% 0 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 840 shares; 2025Q3: 840 shares; 2025Q4: 840 shares; 2026Q1: 631 shares 631 $45.7K 0.03% -209 Timeline SPHB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 388 shares; 2024Q4: 388 shares; 2025Q1: not reported; 2025Q2: 388 shares; 2025Q3: 388 shares; 2025Q4: 388 shares; 2026Q1: 388 shares 388 $45K 0.03% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: not reported; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 200 shares 200 $43.5K 0.02% -10 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares 48 $41.5K 0.02% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 404 shares; 2025Q1: not reported; 2025Q2: 404 shares; 2025Q3: 404 shares; 2025Q4: 808 shares; 2026Q1: 808 shares 808 $40.4K 0.02% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18 shares; 2025Q1: not reported; 2025Q2: 296 shares; 2025Q3: 278 shares; 2025Q4: 278 shares; 2026Q1: 197 shares 197 $38.2K 0.02% -81 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 461 shares; 2024Q4: 461 shares; 2025Q1: not reported; 2025Q2: 461 shares; 2025Q3: 461 shares; 2025Q4: 461 shares; 2026Q1: 461 shares 461 $38K 0.02% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $36.4K 0.02% 0 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,500 shares 2,500 $35.9K 0.02% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,938 shares; 2024Q4: 273 shares; 2025Q1: not reported; 2025Q2: 279 shares; 2025Q3: 298 shares; 2025Q4: 283 shares; 2026Q1: 369 shares 369 $35K 0.02% +86 Timeline BFST BUSINESS FIRST BANCSHARES IN More: the full row for BUSINESS FIRST BANCSHARES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,258 shares; 2025Q4: 1,258 shares; 2026Q1: 1,258 shares 1,258 $34K 0.02% 0 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,503 shares; 2024Q4: 1,503 shares; 2025Q1: not reported; 2025Q2: 1,503 shares; 2025Q3: 1,503 shares; 2025Q4: 1,503 shares; 2026Q1: 1,503 shares 1,503 $31.8K 0.02% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 200 shares; 2025Q4: not reported; 2026Q1: 154 shares 154 $31.3K 0.02% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 185 shares; 2026Q1: 185 shares 185 $31.3K 0.02% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 310 shares; 2024Q4: 310 shares; 2025Q1: not reported; 2025Q2: 310 shares; 2025Q3: 310 shares; 2025Q4: 310 shares; 2026Q1: 310 shares 310 $26.9K 0.02% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 91 shares 91 $26.5K 0.02% -9 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 106 shares; 2025Q3: 106 shares; 2025Q4: 106 shares; 2026Q1: 76 shares 76 $25K 0.01% -30 Timeline CENX CENTURY ALUM CO More: the full row for CENTURY ALUM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 425 shares 425 $24.9K 0.01% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 203 shares; 2025Q3: 203 shares; 2025Q4: 203 shares; 2026Q1: 110 shares 110 $24.9K 0.01% -93 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 210 shares; 2025Q4: 170 shares; 2026Q1: 170 shares 170 $24.8K 0.01% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: not reported; 2025Q2: 235 shares; 2025Q3: 235 shares; 2025Q4: 235 shares; 2026Q1: 235 shares 235 $24.1K 0.01% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 43 shares; 2025Q1: not reported; 2025Q2: 101 shares; 2025Q3: 131 shares; 2025Q4: 72 shares; 2026Q1: 40 shares 40 $22.9K 0.01% -32 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251 shares; 2024Q4: 268 shares; 2025Q1: not reported; 2025Q2: 279 shares; 2025Q3: 324 shares; 2025Q4: 305 shares; 2026Q1: 443 shares 443 $22.7K 0.01% +138 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $22.1K 0.01% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 109 shares; 2026Q1: 44 shares 44 $22K 0.01% -65 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12 shares; 2025Q1: not reported; 2025Q2: 163 shares; 2025Q3: 151 shares; 2025Q4: 151 shares; 2026Q1: 110 shares 110 $21.8K 0.01% -41 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40 shares; 2026Q1: 50 shares 50 $21.2K 0.01% +10 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 282 shares; 2025Q3: 282 shares; 2025Q4: 282 shares; 2026Q1: 132 shares 132 $20.8K 0.01% -150 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18 shares; 2025Q1: not reported; 2025Q2: 105 shares; 2025Q3: 87 shares; 2025Q4: 87 shares; 2026Q1: 64 shares 64 $20.5K 0.01% -23 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 148 shares; 2025Q3: 148 shares; 2025Q4: 148 shares; 2026Q1: 115 shares 115 $19.9K 0.01% -33 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: not reported; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $19.9K 0.01% 0 Timeline MLTX MOONLAKE IMMUNOTHERAPEUTICS More: the full row for MOONLAKE IMMUNOTHERAPEUTICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 6,000 shares; 2026Q1: 1,000 shares 1,000 $18.6K 0.01% -5,000 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51 shares 51 $17.2K 0.01% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 628 shares; 2024Q4: 628 shares; 2025Q1: not reported; 2025Q2: 628 shares; 2025Q3: 528 shares; 2025Q4: 820 shares; 2026Q1: 355 shares 355 $16.3K 0.01% -465 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 386 shares; 2025Q4: 311 shares; 2026Q1: 311 shares 311 $15.8K 0.01% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: not reported; 2025Q2: 447 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares 180 $14.9K 0.01% 0 Timeline AMDL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,200 shares 1,200 $14.7K 0.01% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 66 shares; 2026Q1: 66 shares 66 $14.1K 0.01% 0 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 199 shares; 2025Q3: 199 shares; 2025Q4: 199 shares; 2026Q1: 141 shares 141 $13.3K 0.01% -58 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 263 shares; 2026Q1: 263 shares 263 $13.2K 0.01% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares 400 $13.2K 0.01% new Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152 shares; 2024Q4: 152 shares; 2025Q1: not reported; 2025Q2: 204 shares; 2025Q3: 204 shares; 2025Q4: 204 shares; 2026Q1: 152 shares 152 $12.8K 0.01% -52 Timeline SYRE SPYRE THERAPEUTICS INC More: the full row for SPYRE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 250 shares 250 $12.6K 0.01% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 148 shares; 2025Q1: not reported; 2025Q2: 148 shares; 2025Q3: 260 shares; 2025Q4: 748 shares; 2026Q1: 430 shares 430 $12.5K 0.01% -318 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $12.4K 0.01% 0 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 130 shares 130 $12.3K 0.01% new Timeline FLY FIREFLY AEROSPACE INC More: the full row for FIREFLY AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares 400 $11.4K 0.01% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 157 shares; 2025Q3: 197 shares; 2025Q4: 157 shares; 2026Q1: 153 shares 153 $11.4K 0.01% -4 Timeline BBAX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 191 shares; 2025Q3: 191 shares; 2025Q4: 191 shares; 2026Q1: 191 shares 191 $11.4K 0.01% 0 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75 shares 75 $11.3K 0.01% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 121 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 37 shares 37 $11.2K 0.01% 0 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 250 shares 250 $10.6K 0.01% new Timeline MKC-V MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,727 shares; 2024Q4: 210 shares; 2025Q1: not reported; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 210 shares 210 $10.6K 0.01% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares 28 $10.4K 0.01% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 90 shares; 2025Q1: not reported; 2025Q2: 180 shares; 2025Q3: 292 shares; 2025Q4: 272 shares; 2026Q1: 272 shares 272 $10.2K 0.01% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,006 shares; 2025Q2: 118 shares; 2025Q3: 294 shares; 2025Q4: 294 shares; 2026Q1: 176 shares 176 $9.77K 0.01% -118 Timeline VFS VINFAST AUTO LTD More: the full row for VINFAST AUTO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,500 shares 2,500 $9.62K 0.01% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 4 shares; 2025Q4: 99 shares; 2026Q1: 96 shares 96 $9.23K 0.01% -3 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 490 shares; 2025Q3: 490 shares; 2025Q4: 490 shares; 2026Q1: 196 shares 196 $8.88K 0.01% -294 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $8.16K <0.01% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31 shares; 2025Q4: 26 shares; 2026Q1: 26 shares 26 $8.16K <0.01% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: not reported; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 34 shares 34 $8.03K <0.01% -5 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142 shares; 2024Q4: 142 shares; 2025Q1: not reported; 2025Q2: 142 shares; 2025Q3: 142 shares; 2025Q4: 142 shares; 2026Q1: 142 shares 142 $7.78K <0.01% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 23 shares; 2025Q1: not reported; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 23 shares 23 $7.32K <0.01% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 119 shares; 2025Q3: 119 shares; 2025Q4: 119 shares; 2026Q1: 22 shares 22 $7.23K <0.01% -97 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares 8 $6.98K <0.01% 0 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 126 shares; 2025Q1: not reported; 2025Q2: 126 shares; 2025Q3: 126 shares; 2025Q4: 126 shares; 2026Q1: 126 shares 126 $6.97K <0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $6.27K <0.01% 0 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 84 shares; 2025Q1: not reported; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 84 shares; 2026Q1: 84 shares 84 $6.27K <0.01% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18 shares; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 32 shares 32 $5.97K <0.01% 0 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 112 shares; 2025Q1: not reported; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 112 shares 112 $5.95K <0.01% 0 Timeline AXTI AXT INC More: the full row for AXT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100 $5.7K <0.01% new Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 206 shares; 2025Q3: 206 shares; 2025Q4: 206 shares; 2026Q1: 80 shares 80 $5.51K <0.01% -126 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: 420 shares; 2025Q1: not reported; 2025Q2: 420 shares; 2025Q3: 440 shares; 2025Q4: 420 shares; 2026Q1: 420 shares 420 $5.51K <0.01% 0 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 464 shares; 2025Q1: not reported; 2025Q2: 464 shares; 2025Q3: 232 shares; 2025Q4: 232 shares; 2026Q1: 232 shares 232 $5.51K <0.01% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: not reported; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares 16 $5.49K <0.01% 0 Timeline HYMC HYCROFT MINING HOLDING CORP More: the full row for HYCROFT MINING HOLDING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150 shares 150 $5.28K <0.01% new Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 59 shares 59 $4.89K <0.01% new Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47 shares 47 $4.71K <0.01% new Timeline HBM HUDBAY MINERALS INC More: the full row for HUDBAY MINERALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 221 shares 221 $4.62K <0.01% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 33 shares; 2025Q1: not reported; 2025Q2: 33 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares 17 $4.42K <0.01% 0 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 711 shares; 2024Q4: 711 shares; 2025Q1: not reported; 2025Q2: 711 shares; 2025Q3: 711 shares; 2025Q4: 411 shares; 2026Q1: 411 shares 411 $4.42K <0.01% 0 Timeline RDW REDWIRE CORPORATION More: the full row for REDWIRE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 511 shares; 2026Q1: 511 shares 511 $4.34K <0.01% 0 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30 shares 30 $4.28K <0.01% new Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 56 shares; 2025Q1: not reported; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 56 shares 56 $4.28K <0.01% 0 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38 shares 38 $4.27K <0.01% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $4.25K <0.01% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: 210 shares; 2025Q3: 200 shares; 2025Q4: 100 shares; 2026Q1: 29 shares 29 $4.24K <0.01% -71 Timeline NNE NANO NUCLEAR ENERGY INC More: the full row for NANO NUCLEAR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $4.1K <0.01% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 133 shares 133 $4.08K <0.01% new Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 438 shares 438 $3.96K <0.01% new Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 57 shares; 2025Q1: not reported; 2025Q2: 134 shares; 2025Q3: 134 shares; 2025Q4: 134 shares; 2026Q1: 57 shares 57 $3.75K <0.01% -77 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: not reported; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 18 shares 18 $3.66K <0.01% 0 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,150 shares; 2025Q3: 2,500 shares; 2025Q4: 900 shares; 2026Q1: 250 shares 250 $3.61K <0.01% -650 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11 shares 11 $3.53K <0.01% new Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $3.43K <0.01% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: not reported; 2025Q2: 600 shares; 2025Q3: 850 shares; 2025Q4: 650 shares; 2026Q1: 48 shares 48 $3.33K <0.01% -602 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17 shares; 2025Q4: 12 shares; 2026Q1: 12 shares 12 $3.28K <0.01% 0 Timeline TIGR UP FINTECH HLDG LTD More: the full row for UP FINTECH HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 488 shares; 2026Q1: 488 shares 488 $3.08K <0.01% 0 Timeline KSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 73 shares 73 $2.9K <0.01% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: not reported; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 31 shares 31 $2.86K <0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $2.61K <0.01% 0 Timeline SES SES AI CORPORATION More: the full row for SES AI CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,500 shares 2,500 $2.4K <0.01% new Timeline ZENA ZENATECH INC More: the full row for ZENATECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,500 shares; 2025Q4: not reported; 2026Q1: 1,050 shares 1,050 $2.4K <0.01% new Timeline FIRST TR EXCHANGE-TRADED FD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10 shares 10 $2.34K <0.01% new OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 2,500 shares; 2026Q1: 500 shares 500 $2.34K <0.01% -2,000 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 76 shares; 2026Q1: 76 shares 76 $2.19K <0.01% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: 31 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $2.18K <0.01% 0 Timeline WOOD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: not reported; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares 30 $2.13K <0.01% 0 Timeline BITF BITFARMS LTD More: the full row for BITFARMS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $1.95K <0.01% 0 Timeline DPRO DRAGANFLY INC. More: the full row for DRAGANFLY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 375 shares; 2026Q1: 375 shares 375 $1.84K <0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: not reported; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares 17 $1.76K <0.01% 0 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53 shares 53 $1.76K <0.01% new Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75 shares; 2025Q3: 315 shares; 2025Q4: not reported; 2026Q1: 7 shares 7 $1.67K <0.01% new Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares 12 $1.06K <0.01% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: 66 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $981 <0.01% 0 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $906 <0.01% 0 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $766 <0.01% 0 Timeline LOCL LOCAL BOUNTI CORP More: the full row for LOCAL BOUNTI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 220 shares 220 $256 <0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $175 <0.01% 0 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $168 <0.01% 0 Timeline UWMC UWM HOLDINGS CORPORATION More: the full row for UWM HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $37 <0.01% 0 Timeline OPENW OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 82 shares; 2026Q1: 16 shares 16 $10 <0.01% -66 Timeline SBEV SPLASH BEVERAGE GROUP INC More: the full row for SPLASH BEVERAGE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares 16 $6 <0.01% 0 Timeline OPENL OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 82 shares; 2026Q1: 16 shares 16 $4 <0.01% -66 Timeline OPENZ OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 82 shares; 2026Q1: 16 shares 16 $4 <0.01% -66 Timeline